Why did you choose to become a financial adviser?
35-years ago I joined a Home Service Insurance company, taking over an existing client bank I visited all my clients every 4-weeks, arranging their life assurance & savings. I thought this is as near to not working as you'd ever get, drinking coffee, having a chat, sorting out insurance policies and being paid to do so.
What’s the best part of your job and why?
Building long term relationships with clients and their families and feeling that I am helping them. The biggest reward is that my clients make me feel valued for the advice & service I give, so for me their financial wellbeing is as important to me as they are.
What’s the most challenging part of your job and why?
Legislation, regulation and taxation. It's an ever changing landscape that takes a lot of time to keep up with whilst dealing with my everyday work load. The benefit of this change however is that financial services will never be boring.
What is it you do that you think is most beneficial in helping clients meet their financial needs?
Giving the right advice at the start of the journey and putting in place the right plans. Then revisiting these plans, the client’s objectives and their personal situation. As time goes by making appropriate changes to ensure the client gets the best value from financial products and peace of mind in knowing they are on course.
How do you spend your spare time i.e. hobbies, interests, charitable work
After my family, my love is cycling; I could don the Lycra and cycle all day. My wife insists that I do gardening and some DIY. As we live in a small village I am involved with the Church, not in a religious way but looking after the building and helping with fundraising, it’s a lovely Norman church and needs looking after.
What’s your biggest achievement outside of work?
Maybe not a big achievement but most memorable, completing the Big Kent Bike Ride in aid of Parkinson's in 2013 after only 3-months of cycling. I lost my father to Parkinson's and felt I should do something so completed the 65-mile bike ride, very slowly.
What’s the best piece of advice you ever received (financial or otherwise)?
You don't always get to choose what you do, but you always choose the attitude with which you do it.
What was the best customer outcome you delivered in the last 12 months?
Unfortunately my client lost her husband, he was 41. The life assurance payment she received has enabled her to build a small outdoor centre for disabled children. This is great for the children and given her life meaning and purpose.
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